Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy Rizzo is a financial advisor currently working at Wells Fargo Advisors Financial Network, LLC. Guy has been in the financial industry since 1994. Guy has a total of 27 active state registrations, and 2 active investment advisor registrations. Guy's firm has a total of 346,499 client accounts, and has $154,192,149,347 in regulatory assets under management. Guy also owns Rizzo Financial Group, LLC which provides investment related services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
RI
09/19/2018 - Present
Wells Fargo Advisors Financial Network, LLC (NARRAGANSETT RI)
RI
05/06/1994 - 01/25/2007
CITIGROUP GLOBAL MARKETS INC. (PROVIDENCE RI)
IA
Issued 05/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 05/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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